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Kirk Matthew Tokheim is a financial advisor professional located in Boone, IA. They specialize in financial advisory. With over 26 years of experience, they bring deep expertise to every client.
Kirk Matthew Tokheim - Ameritas Investment Company, Llc holds an active professional license (FINRA CRD) for your protection.
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Kirk Matthew Tokheim operates Ameritas Investment Company, LLC in Boone, Iowa, providing financial advisory services. With 26 years in business, Tokheim brings substantial experience to client relationships. The practice is identified by FINRA CRD license number 3249439, which provides regulatory oversight of securities-related activities. Clients working with Tokheim can expect guidance informed by nearly three decades in the financial services industry.
A FINRA CRD license indicates that Kirk Matthew Tokheim is registered with the Financial Industry Regulatory Authority, the self-regulatory organization overseeing securities brokers and advisors. This registration means Tokheim's qualifications, disciplinary history, and business practices are subject to FINRA examination and oversight. The CRD (Central Registration Depository) number serves as an identifier in the regulatory system, allowing clients to verify registration status and review any regulatory actions or disclosures associated with the advisor.